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Our Professionals

 

Driven by a desire to help every client plan for retirement, the financial advisors at SouthTrust put your interests first.

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About Us/Our Mission

 

Our independent advisors focus on life income planning and distribution strategies to help plan for the money you need in retirement. Experience the impact our proprietary, personalized process of creating an individualized wealth management plan can have on your future.

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What is Financial Planning?

 

Financial planning is the process of demystifying your future and working toward your financial goals so that you’re able to experience a satisfying retirement.

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It’s difficult to talk to a stranger about your past financial mistakes and uncertain financial future. At SouthTrust, our professional advisors offer a judgment-free environment where you can lay it all out on the table and get individualized recommendations for your life income and retirement needs.

Our wealth management and financial planning services deliver the personalized attention you deserve and the unbiased product and service recommendations you expect. Together, we’ll plan for your financial future.

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Helpful Content

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The care of special-needs children continues into their adult years, and may survive the passing of their parents.

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Enter various payment options and determine how long it may take to pay off a credit card.

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There are some key concepts to understand when investing for retirement

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How federal estate taxes work, plus estate management documents and tactics.

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Have you found yourself suddenly single? Here are 3 steps to take right now.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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